Get Started!

You can get started with financial planning in a few different ways:

Simply call 503-746-9275 or Email us to schedule your free, in-person consultation. All you'll need to bring are your questions and your basic financial information. Please feel free to contact us with questions about our services or with financial questions, any time.

Whether you contact us or not, if you would like to get a flavor for what financial planning is all about, you can take about 90 minutes to create a secured personal plan, online. After you complete the plan, you can simply access it privately for 14 days, or you can choose to submit it to Erlandson Wealth for a review. If we then meet, you'll have a head start!

Erlandson Wealth provides you this online planning opportunity through the myMoneyGuide® site.Click this link to use the myMoneyGuideguided planning laboratory:

Erlandson Wealth Management, LLC, is a registered investment adviser in the states of Oregon and Washington. The firm may not transact business in states where it is not appropriately registered, excluded of exempted from registration. Individualized responses to persons that either involve the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.